Nuveen Mortgage & Income Fund
JLS- Exchange
- NYSE
- SEC CIK
- 0001472215
No open-market purchases or sales by Nuveen Mortgage & Income Fund insiders were filed in the last 90 days; 32 institutions reported holding it in 13F filings for Q2 2026, worth $38.3M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Nuveen Mortgage & Income Fund as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 29
- −3 vs. Q4 2022
- Shares held
- 3.18M
- −71.4K (−2.2%) vs. Q4 2022
- Total value
- $50.8M
- −$1.88M (−3.6%) vs. Q4 2022
- New holders
- 2
- 11 more added
- Sold out
- 5
- 11 more reduced
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JLS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 32 | $38.3M |
| Q1 2026 | 32 | $42.9M |
| Q4 2025 | 32 | $44.3M |
| Q3 2025 | 28 | $45.0M |
| Q2 2025 | 25 | $47.2M |
| Q1 2025 | 26 | $50.2M |
| Q4 2024 | 30 | $48.8M |
| Q3 2024 | 34 | $53.6M |
| Q2 2024 | 30 | $46.7M |
| Q1 2024 | 29 | $52.7M |
| Q4 2023 | 28 | $53.1M |
| Q3 2023 | 28 | $49.5M |
| Q2 2023 | 27 | $50.6M |
| Q1 2023 | 29 | $50.8M |
| Q4 2022 | 32 | $52.7M |
| Q3 2022 | 33 | $49.2M |
| Q2 2022 | 37 | $49.7M |
| Q1 2022 | 35 | $52.4M |
| Q4 2021 | 28 | $57.8M |
| Q3 2021 | 30 | $54.6M |
| Q2 2021 | 30 | $53.0M |
| Q1 2021 | 31 | $51.9M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Nuveen Mortgage & Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co | 240 | $3.83K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 365 | $5.83K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 500 | $7.98K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 520 | $8.30K | 0.00% | −1,000−65.8% | Reduced |
| Focused Wealth Management, Inc | 544 | $8.69K | 0.00% | +7+1.3% | Added |
| JPMorgan Chase & Co | 1,605 | $26.0K | 0.00% | +1,605 | New |
| Advisor Group Holdings, Inc. | 6,531 | $104.2K | 0.00% | +2,143+48.8% | Added |
| IFP Advisors, Inc | 5,152 | $121.0K | 0.01% | −4,608−47.2% | Reduced |
| Hilton Capital Management, LLC | 12,328 | $199.5K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 15,937 | $254.4K | 0.00% | −1,037−6.1% | Reduced |
| Sowell Financial Services LLC | 20,120 | $321.0K | 0.02% | −509−2.5% | Reduced |
| Logan Stone Capital, LLC | 23,282 | $371.6K | 0.15% | −15,401−39.8% | Reduced |
| Royal Bank of Canada | 24,663 | $393.0K | 0.00% | −422−1.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 25,930 | $413.8K | 0.00% | +1,278+5.2% | Added |
| Pekin Hardy Strauss, Inc. | 26,329 | $420.2K | 0.07% | +6,651+33.8% | Added |
| First Trust Advisors LP | 26,346 | $420.5K | 0.00% | +26,346 | New |
| Tortoise Investment Management, LLC | 27,146 | $433.3K | 0.07% | −85−0.3% | Reduced |
| Nations Financial Group Inc, | 27,492 | $438.8K | 0.05% | +1,000+3.8% | Added |
| Wells Fargo & Company | 29,185 | $465.8K | 0.00% | +1,870+6.8% | Added |
| Baird Financial Group, Inc. | 32,239 | $514.5K | 0.00% | +967+3.1% | Added |
| Morgan Stanley | 56,352 | $899.4K | 0.00% | −58,186−50.8% | Reduced |
| Almitas Capital LLC | 59,890 | $955.8K | 0.46% | +6,961+13.2% | Added |
| Envestnet Asset Management Inc | 66,914 | $1.07M | 0.00% | −15,517−18.8% | Reduced |
| Matisse Capital | 84,000 | $1.34M | 0.87% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 152,310 | $2.43M | 0.00% | +26,419+21.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 167,160 | $2.67M | 1.08% | −10,862−6.1% | Reduced |
| 1607 Capital Partners, LLC | 291,224 | $4.65M | 0.33% | +36,000+14.1% | Added |
| Relative Value Partners Group, LLC | 493,380 | $7.87M | 0.54% | −10,600−2.1% | Reduced |
| Sit Investment Associates Inc | 1,504,328 | $24.0M | 0.65% | +3,888+0.3% | Added |
| Fiera Capital Corp | 0 | $0 | 0.00% | −32,397−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −13,744−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −10,376−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,192−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,631−100.0% | Sold out |